Laird Norton Wetherby Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.01M | Buy |
39,490
+1,888
| +5% | +$179K | 0.16% | 114 |
|
|
2025
Q2 | $3.2M | Buy |
+37,602
| New | +$2.72M | 0.14% | 139 |
|
|
2024
Q4 | $2.64M | Sell |
37,498
-84
| -0.2% | -$5.66K | 0.13% | 152 |
|
|
2024
Q3 | $2.35M | Buy |
37,582
+497
| +1% | +$30.7K | 0.11% | 194 |
|
|
2024
Q2 | $2.35M | Buy |
37,085
+902
| +2% | +$55.6K | 0.11% | 185 |
|
|
2024
Q1 | $2.29M | Buy |
36,183
+4,165
| +13% | +$232K | 0.11% | 197 |
|
|
2023
Q4 | $1.65M | Buy |
32,018
+5,285
| +20% | +$234K | 0.09% | 243 |
|
|
2023
Q3 | $1.1M | Sell |
26,733
-9,721
| -27% | -$427K | 0.06% | 315 |
|
|
2023
Q2 | $1.68M | Sell |
36,454
-11,937
| -25% | -$559K | 0.09% | 236 |
|
|
2023
Q1 | $2.27M | Buy |
48,391
+7,805
| +19% | +$383K | 0.13% | 154 |
|
|
2022
Q4 | $1.84M | Sell |
40,586
-4,337
| -10% | -$197K | 0.12% | 191 |
|
|
2022
Q3 | $1.87M | Sell |
44,923
-171
| -0.4% | -$8.45K | 0.13% | 159 |
|
|
2022
Q2 | $2.07M | Buy |
45,094
+5,209
| +13% | +$261K | 0.14% | 144 |
|
|
2022
Q1 | $2.13M | Buy |
39,885
+1,579
| +4% | +$97.5K | 0.12% | 155 |
|
|
2021
Q4 | $2.31M | Sell |
38,306
-1,495
| -4% | -$99.4K | 0.13% | 144 |
|
|
2021
Q3 | $2.79M | Buy |
39,801
+1,483
| +4% | +$104K | 0.17% | 110 |
|
|
2021
Q2 | $2.71M | Buy |
38,318
+1,502
| +4% | +$111K | 0.17% | 113 |
|
|
2021
Q1 | $2.68M | Sell |
36,816
-1,888
| -5% | -$126K | 0.2% | 94 |
|
|
2020
Q4 | $2.39M | Sell |
38,704
-3,704
| -9% | -$188K | 0.16% | 119 |
|
|
2020
Q3 | $1.83M | Sell |
42,408
-3,657
| -8% | -$182K | 0.16% | 120 |
|
|
2020
Q2 | $2.35M | Buy |
46,065
+4,813
| +12% | +$228K | 0.22% | 91 |
|
|
2020
Q1 | $1.74M | Sell |
41,252
-7,572
| -16% | -$508K | 0.2% | 108 |
|
|
2019
Q4 | $3.9M | Buy |
48,824
+80
| +0.2% | +$5.91K | 0.38% | 54 |
|
|
2019
Q3 | $3.37M | Buy |
48,744
+138
| +0.3% | +$9.39K | 0.35% | 62 |
|
|
2019
Q2 | $3.4M | Buy |
48,606
+1,468
| +3% | +$98.2K | 0.37% | 58 |
|
|
2019
Q1 | $2.93M | Buy |
47,138
+57
| +0.1% | +$3.54K | 0.37% | 59 |
|
|
2018
Q4 | $2.45M | Sell |
47,081
-1,585
| -3% | -$100K | 0.35% | 63 |
|
|
2018
Q3 | $3.49M | Buy |
48,666
+1,693
| +4% | +$120K | 0.43% | 44 |
|
|
2018
Q2 | $3.14M | Sell |
46,973
-1,083
| -2% | -$74.6K | 0.43% | 44 |
|
|
2018
Q1 | $3.24M | Buy |
48,056
+1,306
| +3% | +$98.2K | 0.45% | 41 |
|
|
2017
Q4 | $3.48M | Buy |
46,750
+2,444
| +6% | +$181K | 0.48% | 37 |
|
|
2017
Q3 | $3.22M | Buy |
44,306
+1,525
| +4% | +$104K | 0.48% | 40 |
|
|
2017
Q2 | $2.86M | Buy |
42,781
+913
| +2% | +$56K | 0.49% | 40 |
|
|
2017
Q1 | $2.5M | Buy |
41,868
+1,361
| +3% | +$80.5K | 0.45% | 43 |
|
|
2016
Q4 | $2.41M | Buy |
40,507
+3,359
| +9% | +$181K | 0.47% | 43 |
|
|
2016
Q3 | $1.75M | Buy |
37,148
+6,911
| +23% | +$314K | 0.36% | 56 |
|
|
2016
Q2 | $1.28M | Sell |
30,237
-807
| -3% | -$35.7K | 0.28% | 69 |
|
|
2016
Q1 | $1.3M | Sell |
31,044
-3,601
| -10% | -$150K | 0.31% | 67 |
|
|
2015
Q4 | $1.79M | Buy |
34,645
+615
| +2% | +$32.6K | 0.43% | 53 |
|
|
2015
Q3 | $1.69M | Buy |
34,030
+1,762
| +5% | +$96.3K | 0.43% | 51 |
|
|
2015
Q2 | $1.78M | Buy |
32,268
+2,070
| +7% | +$113K | 0.43% | 47 |
|
|
2015
Q1 | $1.55M | Buy |
30,198
+1,713
| +6% | +$87.2K | 0.38% | 52 |
|
|
2014
Q4 | $1.54M | Buy |
28,485
+4,906
| +21% | +$260K | 0.39% | 50 |
|
|
2014
Q3 | $1.22M | Buy |
23,579
+686
| +3% | +$34.5K | 0.34% | 58 |
|
|
2014
Q2 | $1.08M | Sell |
22,893
-2,658
| -10% | -$126K | 0.3% | 69 |
|
|
2014
Q1 | $1.22M | Sell |
25,551
-572
| -2% | -$28.5K | 0.35% | 60 |
|
|
2013
Q4 | $1.36M | Buy |
26,123
+175
| +0.7% | +$8.86K | 0.39% | 50 |
|
|
2013
Q3 | $1.26M | Buy |
25,948
+1,619
| +7% | +$81.8K | 0.39% | 53 |
|
|
2013
Q2 | $1.17M | Buy |
+24,329
| New | +$1.17M | 0.41% | 48 |
|
Other funds holding C
